Saji's portfolio

As most market watchers are expecting a correction in the market, I did a review of the portfolio using the principles mentioned in the portfolio restructuring exercise started by @Donald Portfolio Re-Structuring/25% CAGR quality-growth for next 2-3 years - #247 by Donald. Here is the plan of action. I may be wrong in my assessment for individual stocks allocated to various categories. Please correct me if I am wrong. Looking forward to your comments and corrections. Portfolio plan.docx (11.7 KB)

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